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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Steven Gordon (CRD# 1112019) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westport, CT and has over 31 years of experience in the finance industry. Steven Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ruth Gretz (CRD# 4895872) is an Investment Advisor Representative working at Hightower Advisors, LLC in Westport, CT and has over 18 years of experience in the finance industry. Ruth Gretz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gerard Gruber (CRD# 4469120) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Westport, CT and has over 22 years of experience in the finance industry. Gerard Gruber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Miklos Gudricza (CRD# 2219032) is an Investment Advisor Representative working at Lpl Financial LLC in Westport, CT and has over 17 years of experience in the finance industry.
Mark Guglielmi (CRD# 5685078) is an Investment Advisor Representative working at Balanced View Capital, LLC in Westport, CT and has over 14 years of experience in the finance industry.
Robert Gutman (CRD# 2785277) is an Investment Advisor Representative working at Hunjo LLC in Westport, CT and has over 7 years of experience in the finance industry.
Stephen Haberstroh (CRD# 4853300) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 19 years of experience in the finance industry.
Caryn Halbrecht (CRD# 2426439) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 10 years of experience in the finance industry.
David Halper (CRD# 2029654) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 34 years of experience in the finance industry.
Robert Haskins (CRD# 5400030) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 16 years of experience in the finance industry.